POLL: Guys, $HPE now seems like real a bargain at these levels. Do you think it is a worthy investment at the current PPS? Press 👍 for Yes 📈 🆙 ⬆️ ⤴️ 🔼, press 👎 for No 📉 . Thanks in advance for your poll participation, and please feel free to give your best reasoning for your vote.
If we speak about undervalued stocks, $HPE comes to my mind.. Watching and holding the stock now for a year..
To my beliefs, $HPE, one of the biggest players in IT Equipment in corporate environments. They haven't made their way up (again) yet, but companies have been 'stressed' about their networks. "It works, so let's keep it running"! Soon companies will HAVE to renew their infrastructure.
From trader perspective, you agree with me that $HPE is undervalued?
AMD scored 'huge' win for El Capitan supercomputer, says Rosenblatt Rosenblatt analyst Hans Mosesmann noted that AMD (AMD) announced yesterday that it would be supplying both EPYC CPUs and Radeon GPUs in the DOE's 2 exaflop capable El Capitan supercomputer, which is a win that he called "huge." The El Capitan win "has immense implications for HPC/supercomputing markets" because next generation supercomputing architectures are leading indicators for where hyperscale and PC compute platforms are headed, argues Mosesmann. He also suspects the Street is not registering is that these contracts were expected to go to the pair of IBM (IBM) and Nvidia (NVDA) and/or to Intel (INTC), the analyst contends. The El Capitan win is an important element of the AMD story being much more than a market share gain one, contends Mosesmann, who keeps a Buy rating and $65 price target on AMD shares. AMD $HPE $IBM $NVDA $INTC
AMD scored 'huge' win for El Capitan supercomputer, says Rosenblatt Rosenblatt AMD HPE IBM NVDA INTC
AMD scored 'huge' win for El Capitan supercomputer, says Rosenblatt Rosenblatt AMD HPE IBM NVDA INTC
As software eats hardware phenomena continues to take hold, next 10 years will be very interesting to watch. The need for beefy and custom hardware for specific workloads doesn't arise as software becomes more capable and intelligent. Dell, HPE and other server vendors shrink going forward and their margins shrinking much faster. What HPE and Dell are doing right now is to move into subscription model and convert their existing customers into monthly subscribers based on beefy and expensive hardware. Eventually, they will use software and replace expensive hardware beneath with cheap commodity servers. But they will still get paid higher for their hardware. Smart move, if they actually do it. In this next 10 years journey Dell, HPE, VMware and Nutanix will have bright future assuming they can put brakes to big 5 AWS, azure, Google, Oracle and Alibaba.
In this journey HPE and Nutanix seems far ahead and Dell/VMware has few hurdles to cross. This is a very simplistic take, but I am positive that every enterprise will take advantage of innovation already at play with AWS, google, Facebook etc. What $csco will do here, I have no idea. $dell, $hpe, $vmw
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Upbeat guidance by $HPE should be positive for $NTNX!
$HPE and $DBX are both AMD customers. HP beat and increased guidance and is up AH; while Dropbox beat, but lowered forward guidance and is currently down by over -10.5%. AMD will likely do OK tomorrow as HP - an older company - has a bigger market cap compared to DBX.
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$HPE conversation
What is happening with HPE stock? It just jumped in last 5 minutes.
$NLOK is a strong buy to complement the desktop PC/laptop boom. Advertising will be dirt cheap. Consumer software and PC hardware will benefit from Covid. Work from home will support and create demand for all types of users to secure their computers and devices. For people out of work or small businesses under stress, they will definitely need a desktop PC to do their unemployment apps, PPP apps, SBA apps, loan apps, and work that can't be done on mobile devices. By the way, with all the financial and personal information floating around, all types of users (from individuals and businesses to govt) will need NLOK protection. Many people had problems filing for unemployment benefits because someone stole their identity.
From telework mistakes, to virus-related phishing links, to new work processes to nation-state hackers, here’s how the coronavirus creates new opportunities for cybercriminals.
From telework mistakes, to virus-related phishing links, to new work processes to nation-state hackers, here’s how the coronavirus creates new opportunities for cybercriminals.
Does anyone know if $HPQ or $HPE is the part that manufactures the HP Reverb G2 VR Headset?
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$HPE conversation
Meg has sent out emails denouncing President Trump then quickly deleted them after company lawyers get on her; posted sticky notes on other employee's desk when they aren't at their cubes - she can't even say the word employee; she spins off one segment of company then buys another worthless company to add to the mess. Under Meg HP is like a dog with fleas who's trying to bed down with other dogs with fleas to spawn puppies with super fleas. Meg & Merissa should work together - they have the same kind of worthless mentality.
below is from referenced HPE transcript, note the key words may have peaked doesn't say it has. so it could have already or is close to the peak
"From a macro perspective, IT spending continues to be healthy, with robust customer demand, the market remains competitive but pricing remains rational, and we continue to pass through commodities costs. DRAM cost increases appear to have peaked; and NAND prices while less of an impact on our portfolio have become more favorable."
Hewlett Packard Enterprise (NYSE:HPE) Q3 2018 Results Earnings Conference Call August 28, 2018 05:00 PM ET Executives Andrew Simanek - Head, IR Antonio Neri - P
Hewlett Packard Enterprise (NYSE:HPE) Q3 2018 Results Earnings Conference Call August 28, 2018 05:00 PM ET Executives Andrew Simanek - Head, IR Antonio Neri - P
WOW ibm at $104? Who would believe. .. looks like the new ceo celebration is over realizing ibm lost. Supercomputer pride past over losing the jewel El Capitan to $amd and $hpe cray! If ibm failed with Power processors it means their high priced inflated products make no sense. The rest collapsing especially it's new hyped "hybrid cloud". Buying AMD tge winner is way better i hope you've sold ibm yesterday!
To my beliefs, $HPE, one of the biggest players in IT Equipment in corporate environments. They haven't made their way up (again) yet, but companies have been 'stressed' about their networks. "It works, so let's keep it running"! Soon companies will HAVE to renew their infrastructure.
From trader perspective, you agree with me that $HPE is undervalued?
Dell, HPE and other server vendors shrink going forward and their margins shrinking much faster. What HPE and Dell are doing right now is to move into subscription model and convert their existing customers into monthly subscribers based on beefy and expensive hardware. Eventually, they will use software and replace expensive hardware beneath with cheap commodity servers. But they will still get paid higher for their hardware. Smart move, if they actually do it. In this next 10 years journey Dell, HPE, VMware and Nutanix will have bright future assuming they can put brakes to big 5 AWS, azure, Google, Oracle and Alibaba.
In this journey HPE and Nutanix seems far ahead and Dell/VMware has few hurdles to cross.
This is a very simplistic take, but I am positive that every enterprise will take advantage of innovation already at play with AWS, google, Facebook etc.
What $csco will do here, I have no idea.
$dell, $hpe, $vmw
The Death Of The PC Has Been Greatly Exaggerated
https://seekingalpha.com/article/4340218-hp-inc-death-of-pc-greatly-exaggerated?sht=q9gfs8&shu=ou534
$NLOK is a strong buy to complement the desktop PC/laptop boom. Advertising will be dirt cheap. Consumer software and PC hardware will benefit from Covid. Work from home will support and create demand for all types of users to secure their computers and devices. For people out of work or small businesses under stress, they will definitely need a desktop PC to do their unemployment apps, PPP apps, SBA apps, loan apps, and work that can't be done on mobile devices. By the way, with all the financial and personal information floating around, all types of users (from individuals and businesses to govt) will need NLOK protection. Many people had problems filing for unemployment benefits because someone stole their identity.
$NLOK Identity-theft and cybersecurity impacts of the coronavirus and beyond. How Covid-19 is creating data breaches: https://www.govtech.com/blogs/lohrmann-on-cybersecurity/how-is-covid-19-creating-data-breaches.html
https://www.cnet.com/news/filing-for-unemployment-after-coronavirus-layoffs-some-are-victims-of-identity-theft/
"From a macro perspective, IT spending continues to be healthy, with robust customer demand, the market remains competitive but pricing remains rational, and we continue to pass through commodities costs. DRAM cost increases appear to have peaked; and NAND prices while less of an impact on our portfolio have become more favorable."
Hewlett Packard Enterprise (HPE) CEO Antonio Neri on Q3 2018 Results - Earnings Call Transcript https://seekingalpha.com/article/4202716?source=ansh $HPE